Palantir is an F1 car.
Unmatched performance.
Elite engineering.
Built for teams with massive budgets, long timelines, and entire pit crews.
UiPath is a pickup truck.
And that’s exactly why it keeps showing up inside real businesses.
Most companies don’t need an F1 car
They don’t have the track.
They don’t have the crew.
They don’t have the patience.
They have:
Legacy systems
Cost pressure
Headcount constraints
Messy, manual workflows
They need something that:
Starts immediately
Integrates with what already exists
Delivers ROI fast
Keeps working without constant tuning
That’s where UiPath wins.
UiPath didn’t stop at “bots” — it turned the pickup into a platform
This is where the story usually gets oversimplified.
UiPath started with RPA — software robots that replicate human clicks and keystrokes.
That wedge worked. And it worked extremely well.
But the company didn’t stay there.
UiPath evolved into a full agentic automation platform — one that coordinates work across systems, data, humans, and increasingly, AI agents.
That includes:
End-to-end workflow orchestration
AI-assisted decision layers
Human-in-the-loop automation for compliance-heavy processes
Governance, auditability, and control at enterprise scale
This isn’t “cheap automation.”
It’s practical infrastructure.
A pickup truck doesn’t stop being useful because it adds better suspension, smarter towing, and more sensors.
It just becomes harder to replace.
Why agentic automation favors pickup trucks, not race cars
Everyone is suddenly talking about AI agents.
Most of them are building F1 prototypes.
UiPath is building fleet vehicles.
Agentic automation only works in the real world if:
It plugs into dozens of existing systems
It can be governed, audited, and controlled
It involves humans when judgment matters
It scales without rewriting the enterprise
That’s exactly the environment UiPath was designed for.
The platform already sits at the execution layer — where work actually happens.
AI agents don’t replace that.
They ride on top of it.
Why this looks boring — and why that’s a mistake
Pickup trucks don’t make headlines.
They spread quietly:
One department at a time
One workflow at a time
One expansion after another
That’s why UiPath:
Dominated RPA long before it was trendy
Earned repeated leadership recognition
Embedded itself across thousands of enterprises globally
Infrastructure doesn’t announce itself.
It accumulates.
The market keeps pricing UiPath like a niche tool
The current valuation implicitly assumes:
Automation is slowing
RPA is commoditized
UiPath won’t matter beyond its original use case
That ignores what the platform has actually become.
UiPath is no longer competing on “how powerful can this be?”
It’s competing on how deployable, governable, and scalable this is across constrained environments.
That’s a much larger market than the F1 track.
Bottom line
Palantir is built to win races.
UiPath is built to haul real work, every day, in imperfect conditions.
Most enterprises live in imperfect conditions.
The market is still treating that like a weakness.
I think it’s the entire opportunity.
🔒 Alpha Premium — Model & Positioning
Inside Alpha Premium, I break down:
How UiPath’s agentic automation stack compounds over time
Why operating leverage shows up later than people expect
What valuation looks like if UiPath becomes default automation infrastructure
How I’m positioned across time horizons
This is where the analogy stops
and the numbers take over.
— Connor
Alpha Before It Prints
A quick note on how I express conviction
For anyone wondering how this framework translates into actual positioning:
I run two live portfolios that reflect two very different parts of my thinking.
The Black Sheep Base Case Portfolio is exactly what it sounds like — core positioning for how I expect the broader market to resolve when structure matters more than headlines.
The Alpha Framework Portfolio is different.
That’s where I take long-term swings on smaller companies I believe can materially outperform over full cycles — names that usually look wrong before they look obvious.
A few past examples from that framework:
HIMS — $8.36 → +722% (ATH)
SOFI — $5.84 → +452% (ATH)
PLTR — $26.58 → +679% (ATH)
LMND — $31.31 → +171% (ATH)
ONDS — $1.74 → +532%% (ATH)
CIFR — $2.96 → +762% (ATH)
IREN — $5.97 → +1,161% (ATH)
No alerts.
No perfection.
A lot of patience.
That’s not a promise — it’s just context for how I think and how I size risk.
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